Take Pride in Retirement

In this special Take Pride in Retirement Podcast Extra, I sit down with Dr. Sheehan Fisher, a psychologist with Northwestern Medicine, to shine a light on something that is far too rarely talked about: postpartum depression in new dads. This episode is relevant to all families — LGBTQ+, straight, adoptive, blended — because mental health touches every part of our lives, including how we show up fo...

As we head into a brand-new year, I wanted to sit down and share something a little more personal — the five financial resolutions I believe can truly transform your future, especially for LGBTQ+ folks like us who’ve often had to navigate financial hurdles that others don’t always see. In this episode, I walk you through the SMART goal framework I personally use, why rebuilding your budget after t...

In this episode of Take Pride in Retirement , I walk you through a focused LGBTQ+ year-end financial checklist to help you finish 2025 strong and step into 2026 with clarity and confidence. I cover the key moves to make before the calendar turns — from budgeting and debt reduction to maximizing retirement contributions, planning for RMDs, updating beneficiaries, and protecting your legal and finan...

In this episode, Matt McClure sits down with Bank of America’s Mary Hines Droesch to explore the latest holiday shopping trends—from the rise of “dupe culture” to how Gen Z and millennials are reshaping gift-giving. Then, Matt breaks down the five biggest first-year retirement surprises LGBTQ+ retirees face , including emotional transitions, healthcare shocks, relationship shifts, tax complication...

In this Thanksgiving-week episode of Take Pride in Retirement , host and fiduciary advisor Matt McClure breaks down the 2026 Social Security changes and what they mean specifically for LGBTQ+ retirees and pre-retirees. Matt explains how cost-of-living adjustments, Medicare premium increases, and new tax deductions intersect with the lived financial realities of LGBTQ+ adults—many of whom face wage...

Your credit isn’t just a number — it’s a key part of your financial security. And for LGBTQ+ individuals and couples, strong credit can provide access, protection, and freedom, especially as you plan for retirement.  This time around, Matt sits down with Margaret Poe , Head of Consumer Credit Education at TransUnion , to break down how to safely check and monitor your credit, what red flags to loo...

Talking about money isn’t always easy — especially for LGBTQ+ couples who often bring unique financial histories, family dynamics, and life experiences into their relationships. In this powerful episode of  Take Pride in Retirement , host and advisor  Matt McClure  breaks down the conversations every LGBTQ+ couple and family needs to have to build a strong, unified, and confident retirement plan....

Caring for a loved one can be one of life’s most meaningful experiences — but it can also be emotionally and physically exhausting. In this episode of Take Pride in Retirement , host Matt McClure sits down with Dr. Michael Gabriel , National Medical Director of Carelon Palliative Care , to talk about caregiver burnout, available support systems, and the important difference between palliative care...

As 2025 winds down, the clock is ticking for retirees to make key financial moves before December 31st. In this episode, host and advisor Matt McClure breaks down your year-end checklist—from required minimum distributions (RMDs) and Roth conversions to charitable giving and tax-loss harvesting. Plus, Bank of America’s Shikha Narula, Head of Rewards, joins the show to discuss holiday travel strate...

In this episode of Take Pride in Retirement , host Matt McClure sits down with Kai Walker , Managing Director of Workplace Benefits Research and Inclusion Transformation at Bank of America , to discuss the latest Workplace Benefits Report . The findings reveal how American workers are coping with financial anxiety, managing debt, and preparing for retirement amid persistent inflation. Kai shares i...

It’s Halloween week on  Take Pride in Retirement , and  Matt McClure  is uncovering the  three scariest mistakes retirees make :  outliving your money ,  failing to plan for healthcare costs , and  ignoring the “tax goblin”  that can sneak up on your savings. Matt explains how to prepare for these invisible threats and build a flexible plan that helps your money—and your peace of mind—last through...

In this week’s episode of Take Pride in Retirement , host Matt McClure dives into two essential health and financial topics that every retiree — and every family — should understand. First, Matt breaks down the 2026 Medicare changes , helping listeners navigate the ever-evolving “Medicare maze.” He explains why reviewing your plan during the annual enrollment period is crucial, how insurers are co...

In this episode of Take Pride in Retirement , host and advisor Matt McClure breaks down how political tension and government gridlock are impacting the markets—and what LGBTQ+ investors can do to stay calm and stay confident.  You’ll hear: Market Update: Why 401(k) investors are moving to cash and bonds amid uncertainty—and how to rebalance for stability and growth. ️ Shutdown Showdown: What the o...

Tax season might be months away, but smart planning starts now. In this episode of Take Pride in Retirement , host and fiduciary advisor Matt McClure dives into “taxes today and tomorrow” — helping you prepare for year-end changes, minimize future tax burdens, and build lasting financial security.  First, Matt welcomes Mark Steber , Chief Tax Information Officer at Jackson Hewitt , to explain the...

For LGBTQ+ retirees, living longer means more years to celebrate who you are—but it also brings the challenge of making your money last. In this episode of Take Pride in Retirement , Matt McClure explores longevity risk through an LGBTQ+ lens, covering unique factors like higher healthcare costs, chosen family support networks, and fewer traditional pensions.  Special guest Tom Kamber from AARP jo...

Your legacy is more than numbers on a balance sheet—it’s about ensuring your relationships, your identity, and your wishes are respected long after you’re gone. In this episode of Take Pride in Retirement , host Matt McClure goes beyond the basics of retirement planning to explore legacy and estate planning through an LGBTQ+ lens . From wills and healthcare directives to trusts and charitable givi...

Retirement today looks nothing like it did for your parents or grandparents—and for LGBTQ+ individuals and couples, the challenges are even greater. In this episode of Take Pride in Retirement , host and fiduciary advisor Matt McClure covers why personalized planning is essential, the decline of pensions, Social Security uncertainties, and how to create your own “personal pension” with guaranteed...

In this episode of Take Pride in Retirement , host Matt McClure focuses on one of the most important aspects of retirement planning: creating guaranteed income streams. With pensions disappearing and Social Security facing uncertainty, annuities are making a comeback as a modern solution for financial security. Matt breaks down the different types of annuities—fixed, variable, MYGAs, and fixed ind...

In this episode of Take Pride in Retirement , host Matt McClure highlights four costly habits that can derail retirement dreams—and explains how they uniquely impact the LGBTQ+ community. Matt also dives into the realities of healthcare costs , Medicare basics , long-term care planning , and why annuities are the Swiss Army Knife of retirement . With real-life lessons, personal stories, and financ...

Inflation eats away at the value of your hard-earned money—and for retirees, especially LGBTQ+ retirees living on a fixed income, it can be a real threat to financial security. In this episode of Take Pride in Retirement , host and fiduciary advisor Matt McClure breaks down what inflation really means, why it’s such a challenge, and how you can protect your purchasing power without taking on unnec...

Market swings are a fact of life — but they don’t have to derail your retirement dreams. In this episode of Take Pride in Retirement , host and fiduciary financial advisor Matt McClure dives into strategies to help you protect your portfolio, safeguard your income, and keep your cool during turbulent markets. From the emotional side of investing to the practical tools — like diversification, guara...

Whether you’re single, married, partnered, divorced, or widowed, your relationship status plays a huge role in shaping your retirement plan—especially in the LGBTQ+ community. In this episode, host Matt McClure breaks down how legal status can impact your Social Security benefits, taxes, estate planning, healthcare decisions, and more.  You’ll hear real-life stories, explore crucial legal document...

Caregiving is an act of love — but it can also come with an emotional, physical, and financial toll. In this heartfelt episode of Take Pride in Retirement , host Matt McClure shares his personal caregiving journey and dives into the unique challenges LGBTQ+ individuals face when supporting loved ones. From reduced income and out-of-pocket expenses to the emotional weight of caring for chosen famil...

Financial stress is more than just numbers—it’s emotional, mental, and deeply personal. In this episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure explores the powerful connection between mental health and money, especially within the LGBTQ+ community. From financial trauma to money scripts and everyday anxiety about the future, Matt opens up about the emotional weight th...

We're halfway through 2025—are you halfway ready for retirement? In this episode of Take Pride in Retirement , host Matt McClure returns from a whirlwind Fourth of July to share a powerful 12-step retirement readiness checklist designed specifically for LGBTQ+ individuals and couples in the retirement red zone—those five to ten years before or after retirement. Matt dives into: A midyear market up...